BMW delivers strong Q3 but faces structural headwinds
BMW exceeded Q3 expectations across key metrics and confirmed its FY25 guidance, supported by solid performances in Financial Services and motorcycles. However, tariffs, weaker demand in China and a growing BEV mix continue to weigh on margins and limit medium-term upside.
Published on 11/05/2025
at 11:37 am EST - Modified on 11/05/2025
at 11:05 am EST
Alphavalue
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Bayerische Motoren Werke AG (BMW AG) specializes in the design, construction and marketing of luxury cars. Net sales break down by activity as follows:
- vehicle sales (73.2%): 2,463,681 units sold in 2025, under the following brands: BMW 2,169,739), MINI (288,278) and Rolls-Royce (5,664);
- sale financing services (24.8%);
- motorcycle sales (2%): motorcycles with 650-1200 cm3 displacement (202,563 units sold under the BMW brand).
At the end of 2025, the group had 33 production sites worldwide.
Net sales are distributed geographically as follows: Germany (13.9%), Europe (30.8%), China (18.6%), Asia (10.3%), United States (20.2%), Americas (3.8%), and other (2.4%).
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